Morningstar - Q2 2023 - 76

Data Dashboard
Morningstar Equity Star Rating Tracker Number of stocks
globally that received undervalued (4 and 5 stars) and overvalued
(1 and 2 stars) ratings from Morningstar's equity analysts.
04/01/2020-03/31/2023
1,500
1,000
500
04/2020
04/2021
04/2022
10 Most Undervalued Non-U.S. Stocks With Wide Moats 03/31/2023
Company
Price
Fineos FCL:AU
JD.com 09618:HK
Tencent 00700:HK
Alibaba Group 09988:HK
Elekta EKTA B:SE
Roche ROG:CH
Imperial Brands IMB:GB
GSK GSK:GB
Kao 4452:JP
AUD 1.34
Fair Value
P/FV
Morningstar
Rating
AUD 3.40 0.39 QQQQQ
HKD 172.00 HKD 349.00 0.49 QQQQQ
HKD 385.80 HKD 704.00 0.55 QQQQQ
HKD 100.40 HKD 171.00 0.59 QQQQQ
SEK 79.08
SEK 127.00 0.62 QQQQQ
CHF 260.95 CHF 419.00 0.62 QQQQQ
Taiwan Semiconductor Manuf 2330:TW TWD 533.00 TWD 850.00 0.63 QQQQQ
GBX 1,864.00 GBX 2,900.00 0.64 QQQQQ
GBX 1,429.00 GBX 2,200.00 0.65 QQQQQ
JPY 5,167.00 JPY 7,800.00 0.66 QQQQQ
10 Most Undervalued Morningstar Equity Best Ideas 03/31/2023
Company
Price
Just Eat Takeaway.com TKWY:NL
Hanesbrands HBI
Lumen Technologies LUMN
Kogan.com KGN:AU
VF VFC
Fineos FCL:AU
Nordstrom JWN
Sabre SABR
SoFi Technologies SOFI
Park Hotels & Resorts PK
76
Morningstar Q2 2023
EUR 17.53
$5.26
$2.65
AUD 3.71
$22.91
AUD 1.34
$16.27
$4.29
$6.07
$12.36
Fair Value
EUR 81.00
$20.00
$10.00
AUD 10.70
$60.00
AUD 3.40
$40.00
$10.50
$14.00
$26.50
P/FV
Undervalued
899
Overvalued
217
Morningstar Wide Moat Focus Index The index consists
of U.S. wide-moat stocks with the lowest price/fair value ratios.
The table below shows the 20 cheapest in the index.
Growth of $10K (04/01/2020-03/31/2023)
$20K
10
15
5
04/2020
04/2021
04/2022
Top 20 Cheapest Index Holdings 03/31/2023
Company
Western Union WU
U.S. Bancorp USB
TransUnion TRU
Comcast CMCSA
Polaris PII
Teradyne TER
Equifax EFX
Wells Fargo WFC
International Flavors & Fragrances IFF
Etsy ETSY
Veeva Systems VEEV
Alphabet GOOGL
Masco MAS
Morningstar
Rating
0.22 QQQQQ
0.26 QQQQQ
0.27 QQQQQ
0.35 QQQQQ
0.38 QQQQQ
0.39 QQQQQ
0.41 QQQQQ
0.41 QQQQQ
0.43 QQQQQ
0.47 QQQQQ
Medtronic MDT
Zimmer Biomet Holdings ZBH
Tyler Technologies TYL
Amazon.com AMZN
ServiceNow NOW
Ecolab ECL
Allegion ALLE
Morningstar Wide
Moat Focus Index
17.78
Morningstar
US Market Index
16.57
Fair
Price ($)
11.15
36.05
62.14
37.91
110.63
107.51
202.84
37.38
91.96
111.33
183.79
103.73
49.72
80.62
129.20
354.64
103.29
464.72
165.53
106.73
Value ($)
18.00
58.00
99.00
60.00
175.00
167.00
315.00
58.00
140.00
167.00
275.00
154.00
71.00
112.00
175.00
475.00
137.00
600.00
210.00
135.00
P/FV
0.62
0.62
0.63
0.63
0.63
0.64
0.64
0.64
0.66
0.67
0.67
0.67
0.70
0.72
0.74
0.75
0.75
0.77
0.79
0.79
Morningstar, Inc's Investment Management division licenses indexes to financial institutions as the tracking indexes for
investable products, such as exchange-traded funds, sponsored by the financial institution. The license fee for such use is
paid by the sponsoring financial institution based mainly on the total assets of the investable product. Neither Morningstar,
Inc. nor its investment management division markets, sells or makes any representations regarding the advisability of
investing in any investable product that tracks a Morningstar index.
The Best Ideas list is compiled by Morningstar's equity research teams. Price/fair-value ratios are calculated by Morningstar
analysts and reflect stocks currently under coverage. Wide Moat Focus Index methodology changed in June 2016.
Number of Stocks
Morningstar - Q2 2023

Table of Contents for the Digital Edition of Morningstar - Q2 2023
